PP
Parker Philpot
YOUNG INVESTMENT ADVISORS,
Atlanta, GA 30339
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CRD#: 6883355
PP
Professional summary
Parker Philpot is a registered financial advisor currently at YOUNG INVESTMENT ADVISORS, INC located in Atlanta, Georgia.
Parker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Parker has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Parker Philpot's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 11, 2018 - Present
YOUNG INVESTMENT ADVISORS, INC
Office #1: 3350 Riverwood Parkway Suite 1125, Atlanta, GA 30339RIA
CRD#: 117415
Atlanta, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(5/11/2018)
Current Firm
YI
YOUNG INVESTMENT ADVISORS, INC
YOUNG INVESTMENT ADVISORS, INC
CRD#: 117415 / SEC#:
Georgia
Registered Investment Advisory firm - (11/19/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3350 Riverwood Parkway Suite 1125, Atlanta, GA 30339
Mailing Address
Phone number
(770) 221-9990
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 6,141 |
Red Flags
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